杨元庆透露未来10年联想发展重点

Core Insights - Lenovo Group reported a 22% year-on-year revenue growth for Q1 of the 2025/26 fiscal year, reaching 136.2 billion yuan, marking a historical high for the same period [2] - The non-Hong Kong financial reporting net profit also grew by 22% to 2.816 billion yuan, driven by strong performance in AI PC and AI infrastructure businesses [2] - The company’s mixed AI strategy is steadily translating into financial performance [2] Revenue Breakdown - The IDG Smart Devices Group achieved revenue of 97.3 billion yuan, a 17.8% increase year-on-year, with PC business outperforming the market, holding a 24.6% global market share, an increase of 3.9 percentage points compared to the second place [2] - All major regions, including China, experienced double-digit growth [2] - Non-PC business revenue proportion increased to 47% due to diversified growth engines [3] AI Business Performance - AI PC shipments accounted for over 30% of total PC shipments, with the Chinese market's AI PC shipment share reaching 27% [2] - Lenovo anticipates that its Windows AI PC market share will surpass the overall Windows PC market share [2] - The user engagement for the "Tianxi" personal super intelligent agent has significantly increased, with a weekly active user ratio averaging 40% [2] Strategic Developments - The ISG infrastructure solutions business group saw a robust 35.8% revenue growth, with AI infrastructure business revenue soaring by 155% [3] - Lenovo is building a full-stack AI product system centered around hybrid cloud platforms and intelligent management platforms to accelerate enterprise-level intelligent deployment [3] - The company introduced the "LeXiang" enterprise super intelligent agent and is developing an AI model factory to enhance its mixed AI strategy [3][4] Future Outlook - Lenovo's mixed AI strategy, which integrates personal and enterprise intelligence, is seen as essential for the widespread adoption of AI [3] - The company aims to maintain its competitive edge and market share while enhancing operational competitiveness and achieving sustainable growth and profitability [4]